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Service that Helps You Do Things, Not Just Fix Them

  • Trustee Services

With roughly 2000 cases, Kyle Carlson’s trusteeship qualifies as a small to medium-sized. He entrusts the management of those cases to Epiq Trustee Services and its Case Power case management software. “Within every case,” Carlson states, “creditors file claims and we enter them into Case Power, which tracks the money we receive from debtors and then pay out to creditors. Every bit of it’s in there and every part of the software is critical. There’s nothing in there that’s fluff.”

Chael acknowledges that he’s grown very used to Epiq’s software over the years, but beyond familiarity, quantifiable benefits keep him coming back. “I’m functioning as interim trustee for another office right now,” he says, “and they’re using another vendor instead of Epiq.“ The opportunity for head-to-head comparison has been instructive.

While the software itself is important, Carlson believes the support behind it makes all the difference. “It’s the relationship more than anything,” he insists. “That’s what I value most. We’re working with really good people. They’re not just out there getting paychecks. They’re personable and they’re good at what they do.”

Carlson realizes that problems will always arise, and he rates vendors on how they deal with them. “What makes it easy is they answer their phones,” he says. “Not everybody does. Usually when I call, I’m not calling to visit. There’s an issue and they’re very good at getting back to you.” He rates the Epiq Trustee team’s issue resolution as highly as their responsiveness. “They’ve been around long enough that you don’t have to explain things to them. They know how to fix things.” Creditors file claims and we enter them into Case Power, which tracks the money we receive from debtors and then pay out to creditors. Every bit of it’s in there and every part of the software is critical. There’s nothing in there that’s fluff.

Assistance where it’s needed

The trusteeship relies on the Epiq team not just for issue fixes, but to get the maximum value from the Case Power investment. “They not only help us fix things,” Carlson says. “They help us do things.” Should his team need help in fulfilling a function or utilizing a feature, Epiq is available to help.

For instance, at audit time, Epiq is aware of the tasks that need completion and the documents that need to be prepared. They have protocols in place to help ensure Carlson and his team have what they need. “All our year-end reporting is basically created off the system,” he explains. “Auditors can go in any case and review it. Epiq is available is something pops up or if we need a report we don’t know how to pull. They’re so familiar with our audit process, they feel like an extension of our own team..”

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